MacNeil Capital Management (MCM) offers investment supervisory services, helping clients allocate investments across different asset classes like stocks, bonds, and ETFs. MCM works with clients to determine a suitable risk profile based on their financial situation, preferences, and time horizon. MCM manages assets on a discretionary basis, meaning they can buy and sell investments without prior client approval. MCM does not manage assets on a non-discretionary basis.
Fee Structure
MacNeil Capital Management's (MCM) fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2% annually, depending on the size and complexity of your account. This fee is negotiable and is calculated at the end of each calendar quarter. The fee may be adjusted for deposits or withdrawals made during the quarter. MCM may also charge $300/hour for time spent in initial meetings. There is no mention of a minimum fee.